See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,685 | $93,571+68.5% | $135,903+16.0% | $75,163+109.8% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 17.55% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $12,719 | $3,537+259.6% | $4,856+161.9% | $2,670+376.4% |
| Participant deferral / active EE | $6,811 | $6,404+6.4% | $7,758-12.2% | $4,125+65.1% |
| Admin fee / account holder | $31,164 | $6,975+346.8% | $10,762+189.6% | $5,651+451.5% |